Whiston Asset Management Group
At Whiston Asset Management, you have the ability to see your investment, retirement and trust accounts online at the registered custodian:
Account Access has never been so easy. Stay connected anytime, anywhere with online access with Android, iPhone and iPad. The Trust Company of America Liberty app provides 24 hour access available to clients who have registered for online access.
With online applications, you can review balances, holdings and transactions. Review historical data and transaction history.
What is the cost to use these apps?
There is no charge to download and use the Trust America. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.
What do I need to use these apps?
Your device must be able to access the Internet, and you must have an investment, retirement, trust or custody account with Whiston Asset Management Group and be enrolled for online web access.
Important New Account Information To help the government fight the funding of terrorism and money-laundering activities, federal law requires Whiston Asset Management Group to verify your identity by obtaining your name, date of birth, address, and a government-issued identification number before opening your account. In certain circumstances, Whiston Asset Management Group requires this information for any person(s) authorized to effect transactions in an account. For certain entities, such as trusts, estates, corporations, partnerships, or other organizations, identification documentation is not required. However, Whiston Asset Management Group reserves the right to request identifying documentation in certain circumstances. Your account may be restricted and/or closed if Whiston Asset Management Group cannot verify this information. Whiston Asset Management Group will not be responsible for any losses or damages (including but not limited to lost opportunities) resulting from any failure to provide this information or from any restriction placed upon, or close of, your account.
Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonassetmanagement
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